Swell

Practical workflows to capture, analyze, and act on customer reviews and messages.
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Start by turning everyday interactions into public proof of trust. Connect your locations and profiles in a few clicks, then import contacts from your CRM, POS, or accounting tools. Build message templates for SMS and email that use merge fields (name, service, appointment time) and schedule outreach for when customers are most receptive. Trigger requests automatically when a ticket closes, an invoice is paid, or a delivery is confirmed—no manual chasing. Use throttling rules to avoid over-messaging, support opt-out compliance, and A/B test subject lines and copy to learn which prompts earn the most responses.

Once requests go out, work from a single queue for ratings, comments, and direct messages across channels. Sort by location, product line, or platform and let automatic sentiment tagging highlight urgent items. Set alerts for low scores, keywords like “refund” or “safety,” and VIP segments so the right person jumps in fast. Assign conversations, add internal notes, and use saved replies that adjust tone based on channel. Build lightweight approval rules for sensitive responses, translate incoming messages for global teams, and create follow-up tasks to ensure commitments are fulfilled. Close the loop by escalating complex issues to support with linked tickets and status syncing.

Measure what moves the needle. Track volume, conversion from request to review, response time, score distribution, and trending topics by channel and location. Compare performance week-over-week and pinpoint where staffing or training will reduce resolution time. Motivate teams with goals, badges, and leaderboards that reward quality and speed, not just volume. Add campaign tags and UTM parameters to attribute growth to specific outreach flows. Connect accounting systems like QuickBooks or MYOB to align review gains with revenue changes, repeat purchases, or reduced churn. Export datasets to your BI stack, schedule digest emails for managers, and share read-only dashboards with stakeholders.

Amplify wins and capture private insights. Publish fresh testimonials to your website with moderation controls, auto-generate social snippets for standout quotes, and schedule posts to keep profiles active. Encourage private feedback with quick micro-surveys (NPS, CSAT, CES) directly in SMS or email; send detractors to a rapid-recovery path while routing promoters to public channels. Keep a living library of reply templates, playbooks for common scenarios, and brand guidelines so responses stay consistent. Manage multi-location governance with role-based access, SSO, and audit logs. With this setup, your team spends less time hunting for feedback and more time acting on it—turning real customer moments into lasting reputation and measurable growth.

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Review Summary

Features

  • Automated SMS and email requests with triggers and scheduling
  • Unified inbox for ratings, comments, and direct messages
  • AI-powered sentiment and keyword themes
  • Alerts, SLAs, and escalation workflows
  • Templates, macros, and response approvals
  • Team assignments, internal notes, and collision detection
  • Leaderboards, goals, and gamified incentives
  • Campaign analytics, A/B testing, and UTM attribution
  • Website widgets and social content syndication
  • Integrations with QuickBooks, MYOB, and common CRMs
  • NPS, CSAT, and CES micro-surveys
  • Multi-location controls and brand governance
  • Role-based access, SSO, and audit logs
  • Data exports, APIs, and scheduled reporting

How It’s Used

  • A dental clinic triggers post-visit texts when invoices close in QuickBooks, doubling review volume in a month.
  • A hotel routes 1–2 star comments to on-duty managers with SLA timers and recovers guests before checkout.
  • A retailer uses keyword alerts for “return” and “shipping” to spot process issues and cut response time by 40%.
  • A SaaS team funnels low NPS scores to CSMs with prebuilt playbooks that convert detractors to neutral within 72 hours.
  • A franchise compares locations on request-to-review conversion and launches coaching for underperformers.
  • A service brand schedules weekly social posts from fresh testimonials to keep profiles active without manual work.
  • An agency manages multiple clients from one workspace, tagging campaigns to prove ROI with clear dashboards.
  • An auto dealership filters VIP buyers and ensures senior reps own their feedback within minutes.

Plans & Pricing

Basic

$59.00 per month

1 admin user
1 webhook

Standard

$299.00 per month

5 admin users
2 webhooks
Gift cards
Customer & finance reports
Abandoned cart series

Advanced

$549.00 per month

Unlimited admin users
5 webhooks
Gift cards
Customer & finance reports
Abandoned cart series
Store-wide discounts
Cart & order webhook
Advanced integrations

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